Strange statement behavior

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JLM
Posts: 128
Joined: Wed Dec 05, 2012 12:52 pm

Strange statement behavior

Post by JLM » Mon Nov 11, 2013 2:59 pm

Since changing to OD from Dentrix my receptionists have been pounded by phone call from patients confused about their statements.

One documented issue goes like this:
10/14/13 Pro,ex $103.00
10/17/13 Electronic payment $103.00
11/4/13 Patient gets statement: Total: $103; -Ins Estimate $0.00; Balance $103.00

No payments are shown on a statement printed > 2wks after the insurance payment.
I know I can uncheck the "Include any accounts with insurance payments or procedures since last bill" in the billing options screen but showing a balance weeks after the account went to zero shouldn't happen?

Jim Margarit

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drtech
Posts: 1647
Joined: Wed Jun 20, 2007 8:44 am
Location: Springfield, MO
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Re: Strange statement behavior

Post by drtech » Tue Nov 12, 2013 11:41 am

You might not be putting payments in right or something it sounds like to me. It would no longer show as an estimate. Better call support.
David Fuchs
Dentist - Springfield, MO
Smile Dental http://www.887-smile.com

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